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Name Holding Trade Value Shares
Change
Change in
Stake
Putnam Investments
526
Putnam Investments
Massachusetts
$209K +$199K +3,299 New
RRA
527
Round Rock Advisors
Connecticut
$209K +$199K +3,296 New
Focus Partners Advisor Solutions
528
Focus Partners Advisor Solutions
Missouri
$209K +$199K +3,292 New
SMWM
529
Silvia McColl Wealth Management
California
$206K +$197K +3,255 New
SBIA
530
Sheaff Brock Investment Advisors
Indiana
$205K +$30.4K +503 +18%
Venture Visionary Partners
531
Venture Visionary Partners
Ohio
$203K +$193K +3,197 New
LCM
532
LCM Capital Management
Illinois
$200K +$191K +3,160 New
CHA
533
Carmichael Hill & Associates
Maryland
$189K – – –
UMB Bank
534
UMB Bank
Missouri
$182K -$241 -4 -0.1%
Smithfield Trust
535
Smithfield Trust
Pennsylvania
$165K – – –
CSPIA
536
Cary Street Partners Investment Advisory
Virginia
$162K -$3.86K -64 -2%
HGERS
537
Householder Group Estate & Retirement Specialist
Arizona
$154K – – –
Federated Hermes
538
Federated Hermes
Pennsylvania
$151K +$24.9K +412 +21%
Spire Wealth Management
539
Spire Wealth Management
Virginia
$145K +$11.7K +194 +9%
Advisory Services Network
540
Advisory Services Network
Georgia
$133K -$16.6K -275 -12%
SWA
541
SOA Wealth Advisors
New York
$132K +$181 +3 +0.1%
HFM
542
Hartford Financial Management
Connecticut
$123K – – –
Harbour Investments
543
Harbour Investments
Wisconsin
$123K -$27.3K -453 -19%
Brown Brothers Harriman & Co
544
Brown Brothers Harriman & Co
New York
$122K +$25.4K +421 +28%
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$120K -$7K -116 -6%
Parallel Advisors
546
Parallel Advisors
California
$119K +$3.38K +56 +3%
Hills Bank & Trust
547
Hills Bank & Trust
Iowa
$115K +$110K +1,819 New
UAML
548
US Asset Management LLC
Pennsylvania
$115K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K – – –
SIS
550
Sound Income Strategies
Florida
$110K – – –